Q1 2025 Knight Therapeutics Inc Earnings Call Transcript

May 8, 2025 / 12:30 PM GMT

Release Date Price: $4.46

Transcript

Key Points

Positve

Knight Therapeutics Inc (KHTRF) launched Minjuvi in Mexico and ONE in Brazil and Mexico, expanding their market presence.
Revenues increased by $2 million or 3% compared to Q1 last year, with a constant currency growth of 8%.
The oncology and hematology portfolio grew by 6% on a constant currency basis, driven by key promoted brands.
The company signed a third contract with the Ministry of Health in Brazil, expecting to deliver $22.4 million in 2025.
Knight Therapeutics Inc (KHTRF) closed a $40 million working capital line of credit from Citibank, enhancing financial flexibility.

Negative

The infectious disease portfolio saw a revenue decrease of $2 million or 4%.
Registered EBITDA decreased by $1.5 million or 11% compared to the same period last year.
Operating expenses increased by $3 million or 10%, driven by commercial spend and transaction fees.
The company recorded a net loss of $3.8 million on financial assets due to market revaluation.
Inventory increased by $37 million, impacting cash flow due to timing of orders and deliveries.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GUD.TO - Knight Therapeutics Inc
Q1 2025 Knight Therapeutics Inc Earnings Call
May 08, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Approval of emis in Mexico. In addition to the regulatory process during the quarter, we launched Minjuvi in Mexico and we launched ONE in Brazil and Mexico.

Onto the NTIB. During the quarter, we purchased 605,000 common shares under the NTIB at an average purchase price of $5.53 for aggregate cash consideration of $3.3 million. I will now turn the call over to Arvin to provide an update on our financial results.

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Unidentified_2 [2]
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Thank you, Samira. When speaking of our financial results, I will refer to Agistered EIDA and financial

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